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Merge Fulcrum records with changed satuses into WebMerge documents

  1. When this happensStep 1: Record Status Changed

  2. Then do thisStep 2: Create Document Merge

Want to make sure those documents get prepared as soon as the information is ready on Fulcrum? Set up this Zap and we'll handle everything. It will trigger whenever a record status changes on Fulcrum after that, sending the information to WebMerge where it can be merged with the document of your choice as a result.

How It Works

  1. A record's status changes on Fulcrum
  2. Zapier automation merges the information with a WebMerge document

What You Need

  • Fulcrum account
  • WebMerge account

Connect Formstack Documents + Fulcrum in Minutes

It's easy to connect Formstack Documents + Fulcrum and requires absolutely zero coding experience—the only limit is your own imagination.

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